Barrow, Hanley, Mewhinney & Strauss’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-377
| Closed | -$22K | – | 361 |
|
|
2018
Q3 | $22K | Hold |
377
| – | – | ﹤0.01% | 340 |
|
|
2018
Q2 | $17K | Sell |
377
-303
| -45% | -$13.7K | ﹤0.01% | 369 |
|
|
2018
Q1 | $31K | Hold |
680
| – | – | ﹤0.01% | 368 |
|
|
2017
Q4 | $33K | Hold |
680
| – | – | ﹤0.01% | 365 |
|
|
2017
Q3 | $31K | Buy |
680
+51
| +8% | +$2.33K | ﹤0.01% | 378 |
|
|
2017
Q2 | $29K | Buy |
+629
| New | +$29K | ﹤0.01% | 378 |
|